Insight Capital Research & Management

Insight Capital Research & Management as of March 31, 2011

Portfolio Holdings for Insight Capital Research & Management

Insight Capital Research & Management holds 86 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Rentals (URI) 4.0 $14M 433k 33.28
IPG Photonics Corporation (IPGP) 3.8 $14M 239k 57.68
Weight Watchers International 3.5 $13M 183k 70.10
Under Armour (UAA) 3.1 $11M 168k 68.05
Nordson Corporation (NDSN) 3.1 $11M 99k 115.06
WABCO Holdings 2.8 $10M 165k 61.64
Sxc Health Solutions Corp 2.7 $9.7M 177k 54.80
LSB Industries (LXU) 2.6 $9.6M 242k 39.64
Herbalife Ltd Com Stk (HLF) 2.6 $9.4M 116k 81.36
International Coal 2.6 $9.4M 828k 11.30
Robbins & Myers 2.3 $8.4M 182k 45.99
JDS Uniphase Corporation 2.2 $8.1M 388k 20.84
CF Industries Holdings (CF) 2.1 $7.6M 55k 136.79
51job 2.0 $7.3M 114k 63.93
Jazz Pharmaceuticals 2.0 $7.3M 230k 31.85
Fortinet (FTNT) 2.0 $7.3M 164k 44.15
Northern Oil & Gas 1.9 $6.9M 260k 26.70
Acme Packet 1.9 $6.8M 96k 70.96
Endurance Specialty Hldgs Lt 1.8 $6.7M 138k 48.82
Deckers Outdoor Corporation (DECK) 1.8 $6.5M 76k 86.15
MetroPCS Communications 1.8 $6.4M 394k 16.24
Nxp Semiconductors N V (NXPI) 1.7 $6.3M 211k 29.96
Cooper Companies 1.7 $6.2M 90k 69.45
Patriot Coal Corp 1.6 $5.8M 225k 25.83
Sauer-Danfoss 1.6 $5.8M 113k 50.93
Ez (EZPW) 1.6 $5.7M 181k 31.39
OpenTable 1.6 $5.7M 54k 106.35
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.6 $5.7M 117k 48.13
CVR Energy (CVI) 1.4 $5.3M 229k 23.16
Arrow Electronics (ARW) 1.4 $5.2M 125k 41.88
Walter Energy 1.3 $4.8M 35k 135.44
Waste Connections 1.3 $4.7M 164k 28.79
TransDigm Group Incorporated (TDG) 1.3 $4.7M 56k 83.82
VeriFone Systems 1.3 $4.7M 85k 54.95
Hill-Rom Holdings 1.3 $4.6M 122k 37.98
Endo Pharmaceuticals 1.3 $4.6M 121k 38.16
Tibco Software 1.2 $4.5M 166k 27.25
Pan American Silver Corp Can (PAAS) 1.2 $4.5M 121k 37.13
BroadSoft 1.2 $4.3M 91k 47.62
Kronos Worldwide (KRO) 1.0 $3.6M 62k 58.45
RSC Holdings 1.0 $3.5M 245k 14.38
Exide Technologies 0.9 $3.4M 306k 11.17
Cummins (CMI) 0.9 $3.3M 31k 109.61
Brown & Brown (BRO) 0.9 $3.3M 129k 25.80
Baidu (BIDU) 0.9 $3.2M 23k 137.81
salesforce (CRM) 0.8 $3.0M 23k 133.59
Coherent 0.8 $2.9M 50k 58.10
Alpha Natural Resources 0.8 $2.9M 49k 59.36
Massey Energy Company 0.7 $2.5M 36k 68.37
Cognizant Technology Solutions (CTSH) 0.6 $2.2M 27k 81.40
Oracle Corporation (ORCL) 0.6 $2.1M 62k 33.43
Pioneer Natural Resources 0.6 $2.0M 20k 101.93
National-Oilwell Var 0.5 $1.9M 24k 79.26
Google 0.5 $1.9M 3.3k 586.75
Eaton Corporation 0.5 $1.9M 34k 55.44
Schlumberger (SLB) 0.5 $1.8M 20k 93.26
McDonald's Corporation (MCD) 0.5 $1.7M 23k 76.07
Ametek (AME) 0.5 $1.8M 40k 43.88
Concho Resources 0.5 $1.7M 16k 107.29
Universal Display Corporation (OLED) 0.4 $1.6M 29k 55.05
Teck Resources Ltd cl b (TECK) 0.4 $1.6M 30k 53.02
AMERIGROUP Corporation 0.4 $1.6M 25k 64.24
Whiting Petroleum Corporation 0.4 $1.5M 21k 73.43
Green Mountain Coffee Roasters 0.4 $1.5M 23k 64.61
Lululemon Athletica (LULU) 0.4 $1.5M 17k 89.05
Exxon Mobil Corporation (XOM) 0.4 $1.3M 16k 84.14
Procter & Gamble Company (PG) 0.4 $1.3M 22k 61.60
Netflix (NFLX) 0.4 $1.3M 5.6k 237.87
Buckeye Technologies 0.4 $1.3M 49k 27.22
International Business Machines (IBM) 0.4 $1.3M 8.1k 163.12
Helmerich & Payne (HP) 0.3 $1.2M 18k 68.70
Kindred Healthcare 0.3 $1.2M 50k 23.87
TRW Automotive Holdings 0.3 $1.1M 21k 55.08
priceline.com Incorporated 0.3 $1.1M 2.1k 506.52
Potash Corp. Of Saskatchewan I 0.3 $1.0M 17k 58.94
Dover Corporation (DOV) 0.3 $1.0M 16k 65.77
Amazon (AMZN) 0.3 $987k 5.5k 180.21
Kraft Foods 0.3 $949k 30k 31.34
Union Pacific Corporation (UNP) 0.2 $827k 8.4k 98.29
AmerisourceBergen (COR) 0.2 $717k 18k 39.56
Baker Hughes Incorporated 0.2 $742k 10k 73.42
Coca-Cola Company (KO) 0.2 $699k 11k 66.37
CSX Corporation (CSX) 0.2 $686k 8.7k 78.56
Express Scripts 0.2 $633k 11k 55.61
Microsoft Corporation (MSFT) 0.1 $548k 22k 25.38
Caterpillar (CAT) 0.1 $544k 4.9k 111.27